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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,037 | $54,370+264.2% | $82,763+139.3% | $68,490+189.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 40.86% | -13.67%+54.5pp | 702.45%-661.6pp | -7.85%+48.7pp |
| Employer contribution / active EE | $5,899 | $2,219+165.8% | $3,008+96.1% | $2,597+127.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,806 | $4,398-13.5% | $5,325-28.5% | $5,403-29.5% |